Suggestions
Damian Lo Basso
Managing Partner at Journey Strategic Wealth
Damian Lo Basso is an experienced CFO and Consultant, specializing in working with successful financial advisors to develop and implement bespoke processes for practice expansion.
With a background in Structured Finance, Financial Risk, Corporate Finance, Valuation, and Due Diligence, Damian offers a wealth of expertise and knowledge in these areas.
He holds a B.S. in Accountancy from Providence College and has studied at Bergen Catholic and Holdrum.
Damian has held key roles in various prestigious organizations, including Managing Partner & CFO at Journey Strategic Wealth, Vice President at CoVenture, Founder at Compass CFO Solutions, LLC, Vice President at Dynasty Financial Partners, Financial Advisor at Merrill Lynch, Investment Banking Associate at Deutsche Bank Securities, and Accounting Intern at Kaplan Plavin & Steinhardt.
